
亮眼營收引發市場關注,PTT網友對股價表現反應兩極
台積電10月營收達5868.9億元,月增14.7%、年增59.7%,再創單月營收新高。PTT網友對營運成績驚艷,但對股價未同步反映表達無奈,AI與先進製程需求支撐成長動能。
AI-generated summary
台積電作為晶圓代工龍頭,其月營收數據受到市場廣泛關注,AI與高效能運算需求被視為其成長動能。
台積電受惠客戶需求持續強勁,10月營收達5868億元,月增14.7%再創新高。(彭博)(資料照)
〔財經頻道/綜合報導〕晶圓代工龍頭台積電(2330)今(10日)公布10月營收達5868.9億元,月增14.7%、年增59.7%,再度刷新單月營收紀錄,亮眼表現引發市場關注,也掀起PTT網友熱烈討論。
不少網友對台積電的營運成績感到驚艷,紛紛留言表示「強到靠北.jpg」、「營收衝不停欸」、「護國神山!!!」、「資優生」,更有人直言「魏cc是全村的希望了」,對台積電後續營運表現抱持高度期待。
不過,也有部分網友認為營收大幅成長,股價卻未必同步反映,留言抱怨「營收月增這麼多,股價真的笑死人」、「看基本面不如一碗泡麵啊」、「基本面好不行,本益比又不高,還是噴不上去」、「100分,但外資要120分QQ」,甚至有人以「好學生不夠好,殺」形容市場對台積電的高標準,流露出對基本面亮眼、股價表現卻不如預期的無奈。
台積電10月營收再創歷史新高,反映公司營運持續成長,也讓市場更加關注後續表現。在AI、高效能運算及先進製程需求支撐下,台積電能否延續成長動能,以及亮眼營運成績能否進一步反映在股價上,仍是投資人關注焦點。

Yang Ming Shipping announced its third-quarter consolidated revenue of 64.147 billion yuan, after-tax net profit of 18.566 billion yuan, and EPS of 5.32 yuan, beating the first half of the year and hitting an 11-quarter high. The board of directors also approved the purchase of real estate in Singapore.

Encouraged by the soaring fees, the Taiwan stock index rose by 1,050 points at the end. The investment letter continued to buy 21 times in a row, and today the number of purchases exceeded 36.829 billion yuan; among them, TSMC was the top buyer with 4911 shares bought over 28 days in a row, and the stock price rose 7.02% in 2 days to close at 2285 yuan.

The 9th China International Import Expo attracted more than 100,000 overseas buyers and merchants based in China. Through immersive cultural experiences such as random stitch embroidery, shadow puppetry, and Fu tea, it became a "grass planting" site for inbound tourism, encouraging foreign friends to start China Travel and China Haul.

Driven by the recovery in demand in the steel market and rising steel prices, Sinosteel (2002) announced today (10th) that its consolidated revenue in October reached 32.04 billion yuan, a monthly increase of 3.35% and an annual increase of 30.98%, setting a new monthly high this year. The cumulative revenue in the first ten months increased by 8.44% annually.

Asia Tibetan Sushi announced that its third-quarter revenue reached a new high of 1.583 billion yuan, an annual increase of 1.79%. However, due to the impact of inflation and weather, the after-tax net profit was 45 million yuan, a year-on-year decrease of 25.2%. Cumulative earnings per share in the first three quarters were 3.61 yuan. Looking forward to the fourth quarter, industry players are optimistic that the peak consumption season and the opening of new stores will drive operations.

Chinese brands sold 582,000 pure electric and plug-in hybrid vehicles outside mainland China last month, marking a 144.7 per cent year-on-year increase and breaking September's record.